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News and Blog

May
22
2017

Should a Parent Serve as Trustee of a Special Needs Trust?

A parent serving as trustee can confront many daunting problems involving trust laws and public benefits regulations that affect the administration of a special needs trust.

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May
10
2017

Health Care Bill Could Reduce or Eliminate Services for Special Education

 A little-publicized effect of the health care legislation the House of Representatives recently passed is its potential impact on vital health services that special education students receive.

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Sep
08
2016

Go Fund Me and Other Informal Fundraising Accounts Raise Issues for SSI

Over the past several years, crowdfunding and personal fundraising have become popular ways to raise money for people in need. Crowdfunding cuts out the charitable middleman, allowing a person or organization in need to appeal directly to the general public via the Internet in the hope of raising money for a cause or in response to a calamity.

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Sep
08
2016

ABLE Accounts Now Available in Four States

 Two years after the passage of the Achieving a Better Life Experience (ABLE) Act, four states -- Florida, Nebraska, Ohio and Tennessee -– have ABLE plans up and running, and all but Florida allow out-of-state beneficiaries to open accounts.

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Sep
06
2016

Revoking a Power of Attorney

If for any reason, you become unhappy with the person you have appointed to make decisions for you under a durable power of attorney, you may revoke the power of attorney at any time. There are a few steps you should take to ensure the document is properly revoked.

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Sep
01
2016

Understanding the Tax Consequences of Inheriting a Roth IRA

Passing down a Roth IRA can seem like a good idea, but it doesn`t always make the most sense. Before converting a traditional IRA into a Roth IRA to benefit your heirs, you should consider the tax consequences.

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Aug
10
2016

9 Steps to Less Stressful Caregiving

Taking care of a loved one with special needs can be exhausting and stressful. Often due to the lack of outside help, a devotion to the person needing care, or the tunnel vision that can accompany exhaustion, caretakers don`t take care of themselves.

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Aug
10
2016

How to Recognize and Prevent Abuse of People with Special Needs

For a variety of reasons, people with special needs are more likely to suffer physical, mental and financial abuse than are others. Whether a physical disability prevents someone from protecting himself from bullying or a mental disability causes someone to be more trusting of people who would exploit her financially, the fact remains that people with special needs and their friends and families need to be more vigilant than most when it comes to recognizing and combating abuse.

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Aug
09
2016

The Top Five Responsibilities of a Trustee of a Special Needs Trust

If you are considering taking on the responsibility of serving as the trustee of a special needs trust, you will probably have questions about the trustee`s role. Trustees of special needs trusts have many important responsibilities, but these five likely rank at the top of any trustee`s list.

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Aug
03
2016

Special Needs Trust Fairness Act Moves Out of House Committee

The Special Needs Trust Fairness Act, a bill that would correct a decades-old error in federal law that prohibits people with special needs from creating their own special needs trusts, has passed out of the House Energy and Commerce Committee, bringing it one step closer to passage.

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DISCLAIMER:The information contained in this website is based on Oregon law and is subject to change. It should be used for general purposes only and should not be construed as specific legal advice by Fitzwater Meyer Hollis & Marmion, LLP or its attorneys. Neither this website nor use of its information creates an attorney-client relationship. If you have specific legal questions, consult with your own attorney or call us for an appointment.